LNWWM
DSM

Laird Norton Wetherby Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-12,618
Closed -$112K – 529
2016
Q3 		$112K Sell
12,618
-5,698
-31% -$51K 0.02% 510
2016
Q2 		$166K Buy
+18,316
New +$161K 0.04% 475

Other funds holding DSM

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's DSM Position: Q4 2016 in Review

Laird Norton Wetherby Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q4 2016, closing a stake of 12,618 shares — an estimated $112K sold.

Laird Norton Wetherby Wealth Management first reported a position in DSM in Q2 2016 and held it in 2 quarters. The position peaked at $166K in Q2 2016. 52 funds tracked by Wall St. Rank hold DSM as of Q4 2016.

  • Laird Norton Wetherby Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q4 2016 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 12,618 BNY Mellon Strategic Municipal Bond Fund shares in Q4 2016, an estimated $112K.
  • Laird Norton Wetherby Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2016 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $166K in Q2 2016.
  • 52 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q4 2016.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.